Tax Exposure Calculator

Calculate the hidden cost of losing your shares to assignment.

The Scenario

Ticker Symbol

Share Count

Cost Basis per Share ($)

Current Price ($)

Capital Gains Tax Rate (%)

Position Summary

Total Position Value:$1,000,000

Total Cost Basis:$300,000

Unrealized Gains:$700,000

Cost of Assignment Error

$210,000

Triggered if shares are called away at 30% tax rate

⚠️The Risk

A single assignment event could trigger a six-figure tax bill. This is why share retention must be prioritized over yield maximization.

Why This Matters

Years to Recover:2.1 years

At a 10% annual yield, it would take 2.1 years just to recover this tax bill. Protecting your shares isn't optional. It's mathematically critical.

How Basis Anchor Protects Your META Shares

Adjust your target yield to see how our algorithm dynamically widens your safety buffer to prioritize equity preservation.

Control Panel

Target Annual Yield: 12%

6%18%

Projected Annual Cash Flow

$120,000

Risk Profile

Balanced

Retention Probability

85%

Safety Buffer Visualization

Current Price:$500.00

Safe Strike Price:$565.00

Now

SAFETY BUFFER

Strike

At a 12% yield target, META would need to rally 13.0% in 30 days before your shares are at risk of assignment.

Key Insight

Balanced yield targets provide good income while maintaining reasonable protection against assignment.

Note: Strike distances are illustrative and vary based on implied volatility, time to expiration, and market conditions. Actual safe strike prices are calculated dynamically by the Basis Anchor engine.